It's been 3 years now since this topic has been opened. But i cannot see any improvements ?! this is a very important thing to share templates with other employees, but this hasn't taken into account by bitrix developers. I wonder if the suggestions are being forwarded.

All suggestions have reached the dev team, no worries. As you may have noticied Bitrix24 is a complex product consisting of several modules, and we do receive a big amount of feature requests daily Thanks for your vote on this feature.

Hi, we really need the ability to share templates, or at least have them global. We are using checklists to take tasks from the Sales Process(with reminders of things to say while on the phone), to the Site Survey Process(with tasks to check off along the way), back to the Sales Process to close the deal, and then the Installation Process(which includes take pics of install, upload pics, etc). Then the task is closed. It's great because the "Change Log" shows each user that contributed to each part of the process.

We need all of these steps to be able to be saved as a template so any of our Sales Associates can create a new task. It's hard to do now, because any new idea in the process we get we would have to edit all of the templates saved for each user.

Any suggestions? I see at least 3 other people have requested the ability to share template feature in this thread. It shouldn't be that tough, just add an option in the edit template field as to who they would like to share that template with.

My company is currently considering the use of Bitrix and we would also like to add our interest towards the ability to share task templates / assign group permissions to task templates. Being able to have centralised task templates that an entire department/workgroup has access to, will make a strong case for fully adopting it.

I been told it can be achieve via business process, but it is troublesome to create the process template as well. Unless you have the general PM process created like installed Leave or Travel approval.

HiNo that wont work for me either, I don't want a project for each template, my templates are to cover more generic repeatable tasks, like a computer build.

Guess we go back to waiting for the patch, hope it turns up quickly as I wont be renewing my self-hosted license if not delivered by March as I think over 2 years to wait for what is a simple feature is just too long when it was promised this year!

I am sure an admin will be along in a minute to tell me my vote has been recorded (again) and that its a complicated system but changes are planned for sometime in the future....

1. Is it possible to duplicate workgroups?2. If i have a task with multiple subtasks, if i configure the responsabible person of the task, is there a way to automatically configure the same person to all the subtasks?3. I give a track time of 100 hours to a task, and we have 20 subtasks withhout planned time. If i add time to a subtask (time elapsed), is it possible to automatically add this time to the task?

I have a workaround that takes a little organisation but gets 80% towards the feature we all actually want.

1. Create a template2. Create a task from that template but do not fill any placeholders ect that you may have put in.3. Put that task under a project group named "master temples" (or whatever)4. You can now go into a task inside the "master templaes" and in the "More..." drop-down select "Copy".

Again, this is a work around and crudely allows "templates" to be shared so that you can maintain consistency via the use of placeholders and the saved checklists.

Three and a half years later, yet nothing has changed. This is slightly ridiculous. Is there any kind of due date for any of these implementations? I find it hard to believe that after three and a half years there are still things that are taking priority over this. This is a huge part of Business Processes.

Do I have your authorization to translate and post this on our web site FAQ section?

BTW, it is also possible to develop a workflow that, when run, will create predefined templates (taking as parameters the group name, creator, participants, etc.)The down side of this is that currently it is not possible to create sub tasks nor checklists from inside the workflow.

Yana Prokopets, Hello could you tell us is technically at this moment already possible to create task templates with subtasks, cheklists, upload to them documents and share somehow with other users in our company. So far I couldn't find this in your system.

I would really like to see an option to set recurring tasks in a template and "last day of the month" as an option. I need this for my internal organization.We are an SEO company that requires functionality with plenty of flexibility. Here would be a killer (for me at least).. Dynamically updated templates.Methods change, so when I would like to tweak the way projects are run I would like to update the template and then all projects created from that template to be updated too!

John Fitton wrote:Hi,I am repeating what is mentioned above but Tasks need the ability toShare task templates with othersCreate checklists within a task templateCopy a task with sub tasksCreate a task with subtasks from template, whilst I can create a template with a parent task, it doesn't show it correctly in the task list, it only shows the parent task with no subtasks.

This seems to have many votes and feature request outstanding for a while, when will it be addressed?

I note this thread has been around a long time, but I feel I should add my 'vote'. I just spent an hour setting up and refining a task template on the assumption that it would be easily shared with others - and was very surprised and disappointed to find it could not be. We really need this now! Any update on a release date for the 'task sharing' function?

hi!i can see that the issue for sharing template is a long time struggle for users.i just want to know if there are any coming update regarding this limitation? because this is really necessary to have.creator of the template is not always available to create the task for everyone.

I would definitely support this request. Service organisations often deliver similar projects time after time according to a standard methodology. In such cases, there are huge benefits of being able to deploy a standardised workgroup template.